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Financial Planner

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Financial Planner

Acuma Hong Kong
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Job Highlights

  • To be highly ambitious and driven to be successful
  • A proven track record within wealth management
  • The ability to manage your time

Step into 2025 with a career that truly rewards your expertise join Acuma as an Insurance and Financial Advisor in Hong Kong.


Acuma Hong Kong is expanding and we are looking for individuals that want to learn, develop, and build a successful career within our fastest growing market. We are looking for individuals who can present our investment offerings to prospective clients.


The role entails:

  • Conducting market research into the country, demographics, and clients’ needs to ensure that every client interaction adds value first.
  • Be responsible for a combination of new business development and managing existing clients across a defined territory.


Successful individuals will be provided with:

  • A first class learning and development platform to help further professional development and qualifications
  • Comprehensive induction training to allow you to transfer existing experience
  • One to one mentorship from one of our world class wealth managers
  • Daily training sessions from your allocated manager on sales, client relationship skills and wealth management to ensure you grow on a professional level daily.
  • Market leading rewards, incentives, and bonus structures (Uncapped, tax free GBP earning potential)
  • Access to market leading unique in-house products and fintech services, along with many global funds available through Institutions and Investment Banks


You will need:

  • A proven track record within wealth management or financial advisory
  • The ability to manage your time efficiently and autonomously.
  • To be a strong communicator, capable of engaging with people from all backgrounds.
  • To be highly ambitious and driven to be successful.
  • To be a proactive individual who enjoys taking responsibility for your performance.


Experience in the following fields would be considered an asset:

  • Property
  • Real Estate
  • Asset Management
  • FinTech
  • Banking
  • Foreign Exchange (FX)
  • Wealth Management
  • Business Development
  • Sales
  • Investment Banking

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

More Information

SalaryN/A (Search your salary info in SalaryCheck)
Job Function
Location
  • Hong Kong > Others
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Full-time
Experience
  • N/A
Career Level
  • Senior management level
Education
  • N/A